Welcome! If you are using Goalsetter® through your credit union or bank, please reference their website for all legal documents and details about this service and offering. Questions? Email us at hello@goalsetter.co.

Policies & Safety Programs

Privacy Policy

This Privacy Policy applies to the Goalsetter app and the associated financial savings and investment features (collectively, the “Services”) owned and operated by Students of Wealth, Inc. It is provided to help inform users of the Services (“Users,” “you,” “your”) about how we may collect, use, and share your personal information. It also explains your choices and rights with respect to the personal information we may collect about you and about your children whose personal information you may choose to share with us...

Identity Theft Program

ID theft occurs when someone gets access to your personal confidential information and tries to use this to conduct fraudulent activity using your information and impersonating you...

Legal Disclosures

By using this website, you agree to our Terms of Use and Privacy Policy. To begin investing on Goalsetter Advisors, LLC d/b/a Goalsetter Gold you must be approved from an account verification perspective and open a brokerage account with DriveWealth, LLC...

Social Media Disclosures

This website and the mobile application are owned and operated by Goalsetter and Goalsetter Advisors, LLC ("we," "us," "and "our, "Goalsetter"). This service is available for residents of the United States only in states where Goalsetter is registered. Goalsetter publishes content through our website, mobile application, and third-party social media platforms. Investment advice is provided by Goalsetter Advisors...

Deposit Account Agreements

Synapse Financial Technologies, Inc. (“Synapse”) is providing this Agreement to you on behalf of Bank. Synapse is an agent of Bank for some purposes and will be responsible for carrying out some of our responsibilities under this Agreement as our agent, including receiving notices from you, responding to any notices relating to questions or complaints concerning your Account, and carrying out other responsibilities described in this Agreement...